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Fast growing firm seeks Financial Paraplanner to help meet rapid corporate growth – London – £35-45K

London (Central)

£35,000 - £45,000 Basic (depending on experience)

Cumberland Place are Chartered Financial Planners and Wealth mangers who pride themselves in providing a high-quality, high-integrity service. Client-led and fast growing, we need an exceptional person to join out team. You will use your technical knowledge to support the Financial Planners and Directors of this boutique wealth management firm in research, analysis and report writing.

Recruiter

Cumberland Place Financial Management Ltd

Posted

10 July 2017

Closes

Sector

Investment, Pensions, Protection

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

Cumberland Place are Chartered Financial Planners and Wealth mangers who pride themselves in providing a high-quality, high-integrity service. Client-led and fast growing, we need an exceptional person to join out team. You will use your technical knowledge to support the Financial Planners and Directors of this boutique wealth management firm in research, analysis and report writing.

Responsibilities in this role include:

• Providing paraplanning support to financial planners and directors.
• Preparing reports and recommendations in line with client needs, adviser findings and research undertaken.
• Provision of full pre sales paraplanning support for advisers, ensuring that suitability reports and research are accurate, concise, and timely.
• Maintaining a good understanding of overall technical knowledge.
• Providing technical research for fund and product recommendations.
• Liaising with advisers, portfolio analysts and the administration team within the business.
• Ensuring that accurate client records are updated and maintained effectively.
• Supporting the advisers with ad hoc queries and tasks.

The Company

Cumberland Place is a boutique wealth management firm offering both advisory and discretionary services. http://www.cumberlandplace.co.uk/

Based in the City of London, we have a quality team of support staff and six advisers. This position has come about due to continued expansion and is part of our strategy to invest in an increasingly efficient support structure.

This is an excellent opportunity to join a stable team within a growing firm. We offer a supportive environment, generous basic salary, potential for bonus and pension and ill health benefits.

The Person

The ideal candidate will have at least two years Paraplanning experience.

Our preferred candidate should have:

• Previous Paraplanning experience is essential for this role – two years minimum.
• Excellent technical knowledge of Pensions, Investments and Protection.
• Comprehensive knowledge of the financial services market.
• Proven ability to work well within a team environment.
• Experience of producing high quality, articulate and technical suitability reports.
• Ideally level 4 qualified.

The Benefits

A competitive basic salary between £35-£45K, dependent upon experience, plus additional benefits.
Support with ongoing development and qualifications.

EMAIL RECRUITER

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